Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$133,397,667
-$29,535,712 QoQ
Shares Held
800,370
-14.8% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#81
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026TD Asset Management Inc holds $255,057,418 across 7 Insurance Brokers names. MRSH ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
800,370 | $133,397,667 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
329,799 | $75,711,956 | |
| 3 | AON |
Aon plc
|
74,266 | $24,633,289 | |
| 4 | WTW |
Willis Towers Watson PLC
|
34,455 | $9,005,503 | |
| 5 | BRO |
Brown & Brown, Inc.
|
102,721 | $6,589,552 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
130,956 | $4,125,114 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,650 | $1,594,337 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,397,667 | 800,370 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $162,933,379 | 939,368 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $176,162,927 | 949,563 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $197,897,824 | 981,977 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $202,358,971 | 925,535 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $236,418,703 | 968,810 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $173,349,712 | 816,109 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $194,518,194 | 871,927 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $164,372,767 | 780,053 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $167,253,287 | 811,988 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $133,028,970 | 702,111 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $164,532,428 | 864,595 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $157,910,086 | 839,590 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $154,221,468 | 925,977 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $148,420,831 | 896,911 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $112,642,439 | 754,521 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $119,727,713 | 771,193 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $106,349,577 | 624,044 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $105,898,791 | 609,244 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $74,908,634 | 494,675 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $80,898,314 | 575,052 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $64,614,900 | 530,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $91,583,739 | 782,767 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $127,331,681 | 1,110,128 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $128,973,488 | 1,201,206 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $111,067,725 | 1,284,614 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||